Client Services Director jobs in Bedford, NH

Client Services Director directs and oversees the implementation operations of an organization. Oversees a team responsible for installing and deploying technical systems, software, hardware, or solutions. Being an Client Services Director implements policies and creates procedures to ensure consistency and high-quality work. Ensures that the timelines, planning, scoping, and cost estimates support successful projects that meet the needs of the client organization. Additionally, Client Services Director tracks implementation timeliness and client issues and develops solutions to implementation problems or challenges. Develops team skills and expertise with coaching and training activities. Requires a bachelor's degree in area of technical specialty. Typically reports to senior management. The Client Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Client Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

Recently Added Client Services Director jobs

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Registered Client Service Associate
  • Ameriprise Financial Services, LLC.
  • Goffstown, NH FULL_TIME
  • Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications: State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
  • 12 Days Ago
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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Derry, NH OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 4 Days Ago
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Executive Director of Camping Services
  • Roman Catholic Bishop of Manchester
  • Manchester, NH FULL_TIME
  • Executive Director of Camping ServicesFLSA: ExemptClass: Full time Secretariat: Catholic Schools Office and CampsPosted on Career PageDiocese of ManchesterDescriptionINTRODUCTION:The Bishop of Manches...
  • 7 Days Ago
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Food Services Director
  • Avesta Systems
  • Manchester, NH FULL_TIME
  • Director of Culinary Services Responsible for the day-to-day operations of the dietary department; cooking, serving, and interacting with community members. Focus on hospitality and customer service t...
  • 10 Days Ago
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Food Services Director
  • The Courville at Manchester
  • Manchester, NH FULL_TIME
  • The Courville at Manchester is seeking a Food Services Director to join our management team. TCM is a 65-bed senior living community focused on personalized care and customer service. Our dining progr...
  • 12 Days Ago
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Social Services Director
  • Langdon Place of Keene
  • Keene, NH FULL_TIME
  • Genesis is the nation's leading provider of healthcare services from short-term to long-term care and a wide variety of living options and professional clinical services. We are changing how care is d...
  • 12 Days Ago
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0 Client Services Director jobs found in Bedford, NH area

About Bedford, New Hampshire

Bedford is a town in Hillsborough County, New Hampshire, United States. The population was 21,203 at the 2010 census and an estimated 22,458 in 2017. Bedford is a suburb of Manchester, the largest city in the state of New Hampshire. According to the United States Census Bureau, the town has a total area of 33.1 square miles (86 km2), of which 32.8 sq mi (85 km2) is land and 0.3 sq mi (0.78 km2) is water, comprising 0.85% of the town. The largest body of water other than the Merrimack River is Sebbins Pond, which is connected to smaller, neighboring bodies of water by Sebbins Brook. Bedford is ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Director jobs
$187,573 to $277,121
Bedford, New Hampshire area prices
were up 1.4% from a year ago
View detail

What does a Client Services Director do?

Client Services Director in Elyria, OH
This position is accountable for overall client delivery outcomes as well as management of the team in terms of productivity, human resourcing, process improvements & training, and implementing new Bobsled Marketing programs.
December 06, 2019
Client Services Director in Johnstown, PA
We help clients to develop a coherent plan and work with them to identify and develop compelling news stories and features.
February 18, 2020
Client Services Director in Flagstaff, AZ
You'll learn all these processes and how they can be customized for specific client situations.
January 07, 2020